Walkner Condon Financial Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $328K | Buy |
|
|||||
|
2025
Q2 | $256K | Sell |
|
|||||
|
2025
Q1 | $289K | Hold |
|
|||||
|
2024
Q4 | $283K | Sell |
|
|||||
|
2024
Q3 | $325K | Buy |
|
|||||
|
2024
Q2 | $287K | Buy |
|
|||||
|
2024
Q1 | $288K | Sell |
|
|||||
|
2023
Q4 | $303K | Buy |
|
|||||
|
2023
Q3 | $280K | Sell |
|
|||||
|
2023
Q2 | $391K | Buy |
|
|||||
|
2023
Q1 | $393K | Hold |
|
|||||
|
2022
Q4 | $384K | Sell |
|
|||||
|
2022
Q3 | $387K | Buy |
|
|||||
|
2022
Q2 | $403K | Hold |
|
|||||
|
2022
Q1 | $422K | Buy |
|
|||||
|
2021
Q4 | $292K | Sell |
|
|||||
|
2021
Q3 | $330K | Sell |
|
|||||
|
2021
Q2 | $333K | Hold |
|
|||||
|
2021
Q1 | $333K | Buy |
|
|||||
|
2020
Q4 | $294K | Hold |
|
|||||
|
2020
Q3 | $295K | Buy |
|